Samsung, SK hynix to Invest KRW 110T; Supply Growth Only From 2028

Samsung Electronics and SK hynix are reported to invest a combined KRW 110T in capacity expansion, with new supply only arriving from 2028. Mid-term memory supply-demand stays tight, supporting current prices and profits, but the huge capex raises longer-term oversupply and return concerns.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.